Account Admins
In this quick start guide, we will cover the basics of getting started as an account admin within PagerTree.
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In this quick start guide, we will cover the basics of getting started as an account admin within PagerTree.
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Was this helpful?
Click the New User Button in the top right corner.
Follow the instructions on the New User form:
Name - Full Name (Required).
Email - Work Email (Required).
Roles - Roles this user should have in this PagerTree account.
Team - Team this user should be a member of.
Click the Create Button.
If successful, you should be directed to the newly created user page. A notice at the top of the page will inform you either:
Created - The user was successfully created.
Invited - The user was successfully invited (this user is already part of another PagerTree account).
In each case, the created or invited user will receive an email with directions on how to log in.
Giving users roles and permissions allows them to perform special tasks within PagerTree.
Billing - Can manage the Account's PagerTree subscription.
Click the New Integration Button.
Click on the Logo of the tool you wish to integrate.
On the new integration form, Click the Integration Guide Documentation Link.
Follow the integration guide.
Can't find your integration? That's ok, there are two great generic options:
Teams represent actual teams within your organization. They logically group together:
Navigate to your team page.
Double-click a day on the calendar to create a new event.
Follow the instructions on the "New Event" form.
Assign user(s) to the event (required).
Select a start date and end date.
Assign a layer for the user(s).
Click Create.
Navigate to your team page.
Click and drag the calendar (in the white space) to create a multi-day event.
Follow the instructions on the "New Event" form.
Assign user(s) to the event (required).
Select a start date and end date.
Assign a layer for the user(s).
Click Create.
To override an event for a duration of time:
Single-click the Event to show the event details.
Click the Event Override Button.
On the event override form:
Select the user that will be overriding.
Scope the dates and times of when the user will be overriding.
Click the Create Button.
Notifications cannot be manually created.
SMS (text message)
Voice (automated call)
Slack
When a user has persistent notifications, push notifications will be sent every 90 seconds up to 1 hour.
Scroll to the Other Settings section.
Select the Alert Urgency that should have persistent notifications.
Click Update.
By default, PagerTree hides many of the more "advanced" functionalities. To view advanced objects, you must enable advanced mode.
Scroll to the Other Settings section.
Check the Advanced Mode checkbox.
Click Update.
You should now see the advanced options in the navigation menu.
Regular Expression Matching
Logic matching (ex: “value > threshold”)
Time of Day matching
Notification rules are useful for defining custom notification sequences for different types of alerts. (For example, if the alert urgency is critical, notify me via voice every minute. If the urgency is low and it is the weekend, suppress the notification.)
Notification Rules are specific to a user's preference but can be re-used by all account users in your account.
SSO Bypass - For security purposes, account admins can bypass SSO. If needed, they can log into their PagerTree account via username and password instead of through SSO.
Authorized Users- Users will only be able to sign into a PagerTree account through SSO if they have been given access to PagerTree through your SSO IDP.
User Provisioning and Deprovisioning- User accounts are not automatically provisioned or de-provisioned. They are only provisioned upon their first login and must be manually deleted in the user dashboard by an account admin.
Please read the before starting this training. It is a 5-minute read that will give you a strong foundation of how PagerTree is organized and how through the system.
Account admins are the only users within your account who can add and , which are the backbone of the PagerTree on-call system.
Navigate to the .
There are in PagerTree:
Admin - Admins manage any object except .
Broadcaster - Has the special ability to manage .
Communicator - Has the special ability to create communications.
There are for a PagerTree :
- Can manage the team, team members, team admins, on-call schedules, and escalation policy.
- No special permissions.
connect PagerTree to 3rd party applications and are responsible for transforming 3rd party webhook data into . All integrations are .
Navigate to the .
—The email integration is the most generic integration as most tools support sending emails for alerts and alarms.
- The webhook integration is also very flexible, with most tools supporting sending webhooks. Your tool will need to be able to use a so PagerTree can understand the data being sent.
Oncall schedules are composed of calendar . Each calendar event is associated with one or more users and one or more . are responsible for maintaining on-call calendars in PagerTree, but account admins can also maintain calendars.
Notifications represent a message sent to an via a channel (push, email, sms, voice or Slack).
Notifications are generated by , , and the PagerTree system.
Users can elect from the following in their personal account settings:
Push (/ app notification)
Users can bypass their and devices' DND to receive push, SMS, and voice notifications while their phones are in DND mode. Instructions for both can be found in the documentation.
Navigate to the .
Navigate to the .
With , you can perform complex and on alerts. Routers consist of many router rules that are processed after the integration has transformed the 3rd party data into an alert, but before the alert has been assigned to the team.
Routers can , , and alerts based on matching conditions. Matching conditions include, but are not limited to:
You can see the full documentation .
With , you can perform custom notification sequences. Notification rules are processed after PagerTree has selected the account user to notify but before are used.
You can find the full documentation for notification rules .
PagerTree offers several providers for single sign-on (SSO), and uses the SAML 2.0 protocol. SAML is an XML standard for exchanging authentication data between parties. Account admins must to see the option in the advanced feature dropdown.
You have now completed the PagerTree account admin quick start guide. For additional learning topics and more advanced user guides, you can visit .